SUMANSPEAKS June 23, 2026 SumanSpeaks Independent Capital Markets Intelligence · Estd 2006 Legal Intelligence · EPC Sector The Court That Keeps Giving SEPC Ltd (₹6.82) Another Chance to Breathe From a ₹195 crore Singapore arbitration decree to a ₹2 crore salary lifeline — how the Madras High Court became the most interesting character in SEPC's ongoing legal saga, and why the retail investor is watching the wrong plot entirely Indian markets love to price fear. And when a company simultaneously carries a Singapore arbitration award, a CRISIL D rating, and a Madras High Court order on its file, the average retail investor does not pause to read the fine print. He sells first, panic-tweets second, and asks questions never. SEPC Limited (BSE: 513446) has been living in this particular purgatory for over three years — down on bad days, overlooked on good ones, and relent...
Veddanta Ltd: Buy
CMP: Rs.92.20
A bunch of reforms in the power sector accompanied by smart
city projects of the government of India, is likely to increase the demand for
the building materials including steel, cement and aluminium. It is to be
remembered that Vedanta Ltd is India’s biggest zinc miner.
Meanwhile, there are media reports that local governments
and power suppliers, smelter executives in China are saying a bleak outlook for
aluminium prices will leave them with no choice but to cut or halt production
of the metal if power prices there are not reduced.
Power tariffs account for about 40% of production costs of
aluminium smelters in China, the world's top producer and consumer of the
metal. Any output reduction in China will help support weak prices of the
metal.
Buy the scrip at the CMP of Rs.92.20 (NSE)5, for short term
targets of Rs.106-109-112 and medium term targets of Rs.120-125.
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